Tax planning

Tax planning affects all your financial affairs. You may be worried about the impact of inheritance tax on property as values rise, how to dispose of a share in a business, how to manage your tax exposure when selling a business or the most tax-efficient way to pass on your estate.

Whatever you need, our tax expertise can help structure your personal tax affairs effectively to save you time and effort and considerably cut your tax bill.

• Reviews: reviewing your personal financial affairs to identify income tax, inheritance tax (IHT) and capital gains tax exposures and developing a strategy to maximise reliefs and exemptions
• Income tax: advising on investments, the taxation and administration of estates and trusts and overseas income
• Capital gains tax: advising on tax reliefs, such as business asset disposal relief, as well as exemptions, asset transfers, gifts and the timing of disposals
• Inheritance tax: developing a strategy to achieve your financial goals which may involve lifetime gifts, help drafting or revising an existing will, or establishing trusts and life assurance
• Rule changes: advising on tax rule changes, including impacts on dividends, savings, share valuations and offshore trusts
• Liabilities: reviewing whether and how your assets are protected from tax in various scenarios
• Administration: helping you administer trusts
• Selling a business: working to minimise your tax liability and take advantage of available allowances